Five Star Wealth Manager Award

 

Five Star Professional, is a research organization that specializes in recognizing the “Top Outstanding Wealth Managers” in specific areas of the region. Each award candidate must undergo a thorough analytical process before being considered as a finalist of award winners.

 

In order to receive the “Five Star Wealth Manager Award,” a Financial Professional must qualify as one who provides “Quality Services” to their clients. They must satisfy 10 objective eligibility and evaluation requirements; such as:

  • Assets Under Management
  • Client Retention Rate
  • Regulatory & Compliant Reviews

 

We were selected for the 5th year in a row as one of San Diego's Top Wealth Managers! So, don't forget to check us out: January issue of the 2018 San Diego Magazine.